PRIYA KALYANASUNDARAM
Bengaluru
Summary
Overall experience of 8+ years in back-office settlement and expertise in money market, foreign exchange, FI, derivatives, corporate, and bank payments, and outstanding knowledge in drafting MT and MX SWIFT formats and payment settlement of bank and corporate clients. Dynamic Manager in market back-office settlement, with a proven track record in enhancing operational efficiency and automation for the process to reduce workload.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Equity Derivatives Settlements- Manager
DEL CAP Dragon India Pvt Ltd- HSBC services provider
Bangalore
02.2026 - Current
- Demonstrated expertise in processing settlements and managing exceptions efficiently.
- Managed end-to-end settlement of equity derivative settlements across global markets.
- successfully managed high trade volumes during market volatility.
- Managed team operations to enhance service delivery and improve customer satisfaction.
- Oversaw daily workflow, prioritizing tasks for optimal resource allocation.
- Implemented process improvements to streamline service delivery and minimize delays.
- Reduced settlement exceptions through targeted process improvements.
Market Back Office Settlement- Team Lead
ANZ Support Services India Pvt Ltd
Bengaluru
10.2021 - 02.2026
- Managed end-to-end settlement of FX/MM/ Derivative settlements across global markets.
- Providing operational support to traders and clients, matching confirmations via SWIFT MT300/MT320, and settling trades via MT202, MT103, currently via MX format such as PACS9 and PACS8, like bank transfer, corporate transfer, third-party payment, serial payment, TT transfer, and cover payment.
- Verify and process Forex, money market, interbank trades, FX corporation, derivative settlement such as B-B and corporate payments, term funding, rollover deals, and reverse rekeys.
- Carrying out day-to-day operational activities used are GPP, AMH, FileNet, Murex, and CMU, Clearstream and Wall Street.
- Call back to the client to cross-examine the settlement and SSI instructions, which are valid.
- Working closely with macro support people to manage efficiency and simplify the process. Provided support to junior staff during peak periods of workloads.
- Conducted regular team meetings to address challenges and updates, and resolved escalated customer complaints or queries promptly.
Senior Security Lending Analyst
State Street HCL Services
Coimbatore
09.2019 - 09.2021
- To determine the entitlement for the buy trade and sell trade using the ex-dividend date and record date in the case of equity and fixed income (principal and interest).
- To research the loans, such as Custody, Custody third party, and non-custody third party, dealing with the broker, and making the payment for what the broker requires.
- Performing daily reviews and SOD checks of all the activity, conducting team meetings, and the Daily Huddle in the team.
- To clear lot level breaks that contain wrong postings in market shares.
- Senior Corporate Action Analyst. We perform CA, such as Cash Dividend, Special Cash, Stock Dividend, Stock Split, and Spin-Off.
- Receive CA notification from custody research, and validate with a secondary source like Bloomberg, sorting scope and out-of-scope funds.
- Verifying and analyzing the information data points, like Ex date, record date, pay date, and sending of CA event information to fund managers. Responding to client queries regarding the CA event.
- Be proactive about deadlines, regulatory requirements, and assist in the daily management of the team's workflow. Performing control functions in a process, verifying transactions booked into the accounting system, and preparing accounting summaries/reports.
Financial Research Analyst
State Street HCL Services
Coimbatore
01.2018 - 09.2019
- Accounting and custody position discrepancies, research, and resolve the error of paydown processing, rectifying, and settlement.
- Identifying the discrepancies and rectifying them while simultaneously analyzing the reasons for such discrepancies and finding possible solutions to overcome issues responsible for handling escalations.
- Daily usage of the income tracker outputs reports with the help of internal tools, the MCH application.
- To manage work queues appropriately, so as to ensure turnaround times within the specified time frames, and to help fellow team members in completing their tasks.
Education
Bachelor of Arts - Accounting and Finance
Sri Ramakrishna College for Arts and Science
Coimbatore04-2017
Skills
- SWIFT messaging ( Both MX and MT formats)
- BBG, Murex, Calypso DTP, Broadridge, Swapone, AMH, DTCC, TLM, Clearstream
- Forex trade verification and matching
- Derivative settlement
- Cash flow analysis
- Microsoft Office
- SLA/ KPI Management
- Trade reconciliation
Certification
- Certified NISM conducted by State Street, HCL Services, HCL Services
- Certified NISM conducted by State Street, HCL Services
Timeline
Equity Derivatives Settlements- Manager
DEL CAP Dragon India Pvt Ltd- HSBC services provider
02.2026 - Current
Market Back Office Settlement- Team Lead
ANZ Support Services India Pvt Ltd
10.2021 - 02.2026
Senior Security Lending Analyst
State Street HCL Services
09.2019 - 09.2021
Financial Research Analyst
State Street HCL Services
01.2018 - 09.2019
Bachelor of Arts - Accounting and Finance
Sri Ramakrishna College for Arts and Science